Network origin in Larry Stein first degree
Entity | Entity type | Industry | |
---|---|---|---|
Coe Capital Management LLC
Coe Capital Management LLC Investment ManagersFinance Coe Capital Management LLC (CCM) is a registered investment advisor headquartered in Highland Park, Illinois. The firm was founded by Mark Coe in 1999 and is majority owned by the Mark D. Coe 2012 Irrevocable Trust controlled by Mark Coe. CCM offers and provides customized wealth management investment advisory services to individuals and high net worth clients on a discretionary basis.
8
| Extinct | Investment Managers | 8 |
Disciplined Investment Management LLC
Disciplined Investment Management LLC Investment ManagersFinance Disciplined Investment Management LLC engages in the provision of investment advisory services. The company was founded by Jenifer Aronson and Larry Stein and is headquartered in Deerfield, IL.
1
| Private Company | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Larry Stein via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Infinity Core Alternative Fund
Infinity Core Alternative Fund Investment Trusts/Mutual FundsMiscellaneous Infinity Core Alternative Fund operates as a closed end investment trust. The investment objective of the trust is to seek long-term capital growth. It also invests in general or limited partnerships, funds, corporations, trusts or other investment vehicles that invest or trade in a wide range of securities and currency interests. The company was founded on October 1, 2013 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Treasurer | |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
DePaul University | College/University | Graduate Degree | |
Indiana University | College/University | Undergraduate Degree | |
Northern Illinois University | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree | |
University of Illinois | College/University | Undergraduate Degree | |
Vivaldi Capital Management LP
Vivaldi Capital Management LP Investment ManagersFinance Vivaldi Capital Management LP (VCM) is a wealth management firm and registered investment advisor headquartered in Chicago, Illinois. The firm was co-founded by Randal Golden and David Sternberg in 2011. They are primarily owned by VFT Holdings LP. VCM provides integrated wealth management solutions to high-net-worth individuals, family offices and institutions and their related entities, which includes trusts and retirement plans. | Investment Managers | Chief Operating Officer | |
OS Fund LLC
OS Fund LLC Investment ManagersFinance OS Fund LLC (OS Fund) is a venture capital firm founded in 2014 by Bryan Johnson and Jeff Klunzinger. The firm is headquartered in Chicago, Illinois. | Investment Managers | Director of Finance/CFO | |
The Relative Value Fund
The Relative Value Fund Investment Trusts/Mutual FundsMiscellaneous The Relative Value Fund, acts as Closed-End Investment Fund/Investment Trust. The company is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Treasurer | |
Intrinsic Edge Market Neutral Offshore Ltd.
Intrinsic Edge Market Neutral Offshore Ltd. Investment Trusts/Mutual FundsMiscellaneous Intrinsic Edge Market Neutral Offshore Ltd. operates as a pooled investment fund. The company is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Chief Operating Officer | |
MyForest Foods Co.
MyForest Foods Co. Miscellaneous Commercial ServicesCommercial Services Atlast Food Co. operates as an American food technology company. It develops structural ingredients for plant based, whole cut meat products. The company was founded in 2018 and is headquartered in Green Island, NY. | Miscellaneous Commercial Services | Chief Operating Officer | |
First Trust Real Assets Fund
First Trust Real Assets Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Real Assets Fund is a non-diversified, closed-end management investment company that intends to operate as an interval fund. The company was founded on December 8, 2021 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Treasurer | |
First Trust Private Assets Fund
First Trust Private Assets Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Private Assets Fund is a non-diversified and closed-end management investment company. The company was founded on February 14, 2022 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Treasurer | |
First Trust Private Credit Fund
First Trust Private Credit Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Private Credit Fund is a a non-diversified, closed-end management investment company, It intends to operate as an interval fund. The company was founded on February 14, 2022 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Treasurer | |
First Trust Hedged Strategies Fund
First Trust Hedged Strategies Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Hedged Strategies Fund operates as a closed-end investment fund or Investment trust. The company was founded on March 22, 2023 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Treasurer |
Statistics
International
United States | 21 |
Sectoral
Miscellaneous | 9 |
Finance | 6 |
Consumer Services | 6 |
Commercial Services | 3 |
Operational
Treasurer | 7 |
Corporate Officer/Principal | 6 |
Chief Operating Officer | 5 |
Undergraduate Degree | 4 |
Analyst-Equity | 2 |
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